The Fortress 6 Step Roadmap
#1 - Protection
RISK ANALYSIS
* Insurable and Non-Insurable Risk
* Integrated Planning
* Wealth, Tax & Risk Readiness
* Exit Map Assessment
#2 - Your Business Health
VALUATION
* Asset, Equity, Enterprise, & Liquidation
* Business Insurance Coverage Recommendations
* Market & Economic Analysis
#3 - The Growth Plan
VALUE BUILDING
* Growth Implementation
* Strategic Exit Pre-Planning
* Personal Financial Planning
* Compliment & Validate Growth Coaching
#4 - Your Exit Readiness
BLUEPRINT REPORT
* Personal Wellness & Life After Plan
* Personal Readiness to Exit
* SDE & Growth Factors
* Owner Goals & Objectives
* Time Triangulation
* Establish Freedom Point
* Owner Centric Planning
#5 - The Exit Plan
EXIT ACCELERATION
* Strategic Planning - 90-day sprints
* Personal Financial Strategies
#6 - The Sale
EXIT IMPLEMENTATION
* Freedom Point Achieved
* Exit Planning Team - M&A, Business Broker, CPA, Attorney & Advisors
* Wealth Management
Understanding the Gaps
Risk Gap - Risk Protected
Protecting your biggest asset—finding savings that impact the bottom line. Avoid the risk from unforeseen circumstances that will make or break the future of your business and affect your family.
Value Gap - Growth Achieved
Do the numbers say you are prepared? By determining the value gap, we uncover the areas a buyer would pick apart if you sold your business today. The most successful business owners are always prepared to sell!
Wealth Gap - Financial Independence
Once we have covered the risk factors that impact the value gap, the wealth gap is the most important piece in reaching true financial independence. It is our job to make sure you reach your Freedom Point, solidifying your financial future.